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What Is Ambiguous Loss Concerning Dementia Patients?

Your loved one is there but not there. They may be sitting right next to you, holding your hand, looking into your eyes, but they really aren’t there in quite the same way.

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When Should I Revise My Will?

Even if you've already drawn up a will, if you're in one of these situations, it's a good idea to review your final wishes and make any necessary changes, so your money and personal belongings are left in the right hands.

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When Should I Hire an Estate Planning Attorney?

Here are four types of estate situations that could call for professional legal help.

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Do I Need All Insurance after 65?

Retirement is when everything changes. Seniors may end up with new schedules, new hobbies, and even new homes. In the midst of all these exciting changes, don't overlook the mundane: your insurance coverage.

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What Is the Purpose of a Marital Deduction Trust?

If you’re married, you may be wondering what happens to your assets once you or your spouse passes. The answer to that question depends on various factors, including whether or not you have a marital trust.

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Can You Leave an IRA to a Beneficiary?

Maximize the impact of your legacy and make sure it supports the people and causes that are most important to you.

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How to Plan in a Time of Uncertainty

Pandemics, inflation, rising interest rates, war in the Ukraine—uncertain times indeed! And yet, in the world of estate planning, almost every change in the zeitgeist offers its own suite of planning opportunities and applicable techniques.

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Do You Lose Benefits If You Retire Early?

Claiming Social Security before full retirement age (FRA) has consequences–namely, that you'll get stuck with a lower monthly benefit for life.

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Can Estate Planning Reduce Taxes?

Upstream basis planning is a trust strategy that can save wealthy people on their capital gains taxes and income taxes associated with highly appreciated assets.

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What are Big Mistakes to Avoid in Estate Planning?

Establishing an estate plan is extremely important. As life changes, it is necessary to update your plan to fit new circumstances.

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